Evan Abel is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation. He has been active in the financial services industry since 2018, with previous experience at AB Wealth and Duckette Creek, as well as earlier work outside the industry at Smoothie King. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients and provides integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various tools and third-party services to construct and manage portfolios across asset classes, supporting both discretionary and non-discretionary account management.

Brea Tabernik is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She serves on the Municipal Securities Rulemaking Board’s Advisory Council Committee, providing feedback on guidance related to 529 savings plans and ABLE programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including both discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Ryan Windish is a financial advisor with Charles Schwab & Co., Inc. based in Saint Charles, Missouri. He holds Series 63 and Series 66 licenses and has five years of industry experience, including prior roles at TD Ameritrade and Mercy Hospital. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management solutions supported by centralized custody and a robust operational platform.

Nancy Eisenmayer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019, following prior roles at TD Ameritrade, Missouri State University, and DataServ. Based in St. Louis, MO, she serves clients through Edward Jones, a full-service wealth management firm that advises over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Gregory Angelino is a CFP®-designated financial advisor with Edward Jones in Saint Louis, MO, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kean University from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and over 15,000 branches.

James Harter is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management services for families and institutions. Since joining Merrill Lynch in 2003, he has focused on delivering a goals-based financial approach tailored to the unique aspirations and needs of his clients. Harter works closely with high-net-worth individuals, business executives, and entrepreneurs to develop integrated strategies that address investment management, retirement income planning, estate planning, tax minimization, and wealth transfer. He emphasizes a disciplined investment process that leverages Merrill Lynch’s global research and resources, alongside personalized lending solutions through Bank of America, N.A. Harter holds a Bachelor of Science in Business Administration with an emphasis in Management Information Systems and International Business, as well as a Master of Business Administration, both from Saint Louis University. He has earned the Chartered Retirement Planning Counselor™ designation, reflecting his commitment to retirement planning and wealth preservation strategies. His approach involves collaborating with clients' accounting and legal professionals to customize financial strategies that align with each client’s goals, risk tolerance, and family circumstances. Outside of his professional role, Harter enjoys spending time with his family and engaging in various sports including baseball, basketball, fishing, golfing, racquetball, skiing, soccer, tennis, and traveling. He resides in Ballwin, Missouri, with his wife and three children.

Nicole Kramer is a financial advisor with Charles Schwab and Co., Inc. in St. Louis, MO, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior work includes roles at TD Ameritrade, Scottrade, and Kohl’s. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Joshua Anderson is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones in St. Louis, MO, for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Kerry Kulich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Charles Schwab and Co., Inc. and TD Ameritrade/Schwab. Outside of his advisory work, he serves as a brand ambassador for MKTG Inc., sampling alcoholic beverages at retail locations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages substantial assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

David Allen is a financial advisor with Robert W. Baird & Co. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He previously worked at Oppenheimer Asset Management Inc. for 16 years before joining Baird in 2019. Outside of his advisory role, he is a part owner of a retail gift shop and serves as treasurer for Ordre Mondial Chapitre du Saint Louis. He is part of The DDK Group at Robert W. Baird, which provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, offering a range of investment strategies and overlay services.

Joshua Cassell is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Express Employment Professionals and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a nationwide network of financial advisors.

Joshua Worthington is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent eight years at Foley & Mansfield, PLLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a variety of advisory strategies under a fiduciary standard.

Brandon Joslin is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance services.

Joseph Sigman is a financial advisor at OSAIC with 21 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, and Oneamerica Securities. Outside of his advisory work, he manages Prairie Lakes, LLC, a farming and maintenance business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Jeffrey Painter Sr. is a CFP® and ChFC® with 10 years of industry experience, currently serving at Edward Jones since 2016. He is based in St Charles, MO, and holds a Series 66 license. Outside of his advisory work, he serves as a board member for Holy Spirit Parish in Maryland Heights, MO, where he helps review finances. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad range of wealth levels. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Karen Boykin is a financial advisor with LPL Financial, holding the ChFC® credential and Series 63 and 65 licenses, with 24 years of industry experience. Her career includes roles at OSAIC, Woodbury Financial Services INC, Boykin Financial Group, and Eagle Strategies (NY Life). She also manages a tax and consulting business and conducts non-variable insurance sales through her affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions, offering diverse investment strategies, model portfolios, and technology-driven operational support.

Ryan Hamilton is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked with Securities America Advisors, Mass Mutual Investors Services, Massmutual Life Insurance Co., and Metlife Securities, Inc. Outside of his advisory role, he is a Registered Representative involved in Long Term Care solutions through Inertia. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary accounts.

Marcello Pesce is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Merrill, Bank of America, Citibank, and Northwestern Mutual. Prior to his financial career, he spent ten years at I1 Fornaio D'italia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Rami Awawda is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2023, he worked at TD Ameritrade and has experience in various other roles including university employment and business ventures. He is also a co-owner and managing member of a vending machine business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Maierhoffer is a financial advisor with Merrill in Chesterfield, MO, holding Series 63 and Series 66 licenses and 8 years of industry experience. His work history includes roles at Bank of America, Wells Fargo Clearing Services, Raymond James Financial Services, TD Ameritrade, Scottrade, Centene Corporation, and the University of Missouri. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.